Bitcoin on-chain data just flashed critical bearish signal that CryptoQuant warns marks a verified cycle top

On Dec. 3, CryptoQuant CEO Ki Young Ju made the feared call that “most Bitcoin on-chain indicators are bearish.” He added, “Without macro liquidity, we enter a bear cycle.” The CEO was explicit. He tied his argument to his firm’s composite on-chain dashboards and a global-liquidity framework, framing the November drawdown not as a healthy […]

7 mins read

How Cardano plans to use $30M to bring real liquidity to the network

Cardano is entering a very important phase in its development, as its founding institutions are attempting to deliver the core infrastructure that every major blockchain already treats as standard. On Nov. 27, a new proposal sought community approval to allocate 70 million ADA tokens (worth about $30 million) to onboard tier-one stablecoins, custody providers, cross-chain […]

5 mins read

MicroStrategy’s bitcoin empire signals structural challenges

Strategy Inc. (formerly MicroStrategy) spent 2025 building the largest corporate Bitcoin reserve the public markets have ever financed, but the scale of that ambition ended up colliding with the logic of its own stock. What began as an aggressive accumulation strategy, powered by the company’s appetite for leverage and a willingness to dilute existing shareholders, […]

7 mins read

My medium term Bitcoin bear thesis – and why this winter could be the shortest yet

For all the talk that this cycle is somehow “different,” the structure of Bitcoin’s market still looks unmistakably cyclical to me. Each top brings the same chorus claiming the cycle model is dead, and each cooling phase renews the idea that liquidity alone now sets the trajectory. But the evidence keeps pointing the other way. […]

10 mins read

New Bitcoin ‘top signal’ is in – The bear market indicator you hate to see

Are crypto IPOs the most accurate top signal, or just a tell investors keep retesting because it feels true during late-cycle heat? The tape offers a clean cluster to examine. Coinbase’s direct listing arrived on April 14, 2021, the precise day Bitcoin set a then record near $64,000. Stronghold Digital Mining priced its IPO on […]

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Inside his leveraged crypto liquidation meltdown

Andrew Tate deposited $727,000 into Hyperliquid over the past year, took no withdrawals, and lost the entire stack through a relentless series of leveraged liquidations that culminated on Nov. 18, when his account hit zero. Per Arkham’s on-chain ledger, even the roughly $75,000 in referral commissions Tate earned from bringing traders onto the platform was […]

8 mins read

Mike Alfred says he bought another 100,000 shares of Vivek Ramaswamy’s Strive

Key Takeaways Mike Alfred increased his stake in Strive Asset Management by purchasing another 100,000 shares. Strive Asset Management, led by Vivek Ramaswamy, recently agreed to acquire Semler Scientific. Share this article Hedge fund manager Mike Alfred said Wednesday he had added 100,000 shares of Strive Asset Management (ASST) at $1.05 and $1.06, bringing his […]

1 min read

‘What does Harvard see coming?’ asks macro analyst as university ups IBIT position by 257%

Harvard University increased its holdings of BlackRock’s iShares Bitcoin Trust (IBIT) by 257% compared to its June position, with a reported 6,813,612 shares valued at $442.9 million as of September 30. The allocation rose from 1,906,000 shares worth about $116 million earlier this year. The same SEC filing revealed that Harvard has doubled down on […]

4 mins read